SNGVX Mutual Fund

SNGVX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+1.94%
3 Months
+0.18%
6 Months
-0.44%
YTD
-0.04%
1 Year
+0.79%
3 Years (annualized)
+4.92%
5 Years (annualized)
+1.40%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNGVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Intermediate Government Bond Index(^BBIGB)
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+1.95%
vs Peers
-1.99%

SNGVX Mutual Fund Performance

SNGVX performance across multiple time periods: 1-month 1.94%, YTD -0.04%, 1-year 0.79%, 3-year 4.92%, 5-year 1.40%, 10-year 1.54%.

SNGVX returns trail the peer average of 1.95% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

SNGVX vs another fund shows side-by-side returns. SNGVX alternatives are available in the Mutual Fund Screener.